Virtus Kar Mid Cap Fund Quote
| PICMX Fund | USD 63.19 0.40 0.64% |
PerformanceSolid
| Odds Of DistressLow
|
Virtus Kar is trading at 63.19 as of the 19th of July 2025; that is 0.64 percent increase since the beginning of the trading day. The fund's open price was 62.79. Virtus Kar has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. More on Virtus Kar Mid Cap
Moving together with Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Virtus (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Mid Cap [PICMX] is traded in USA and was established 19th of July 2025. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Virtus family. This fund at this time has accumulated 1.63 B in assets with minimum initial investment of 100 K. Virtus Kar Mid is currently producing year-to-date (YTD) return of 2.02%, while the total return for the last 3 years was 10.6%.
Check Virtus Kar Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Kar Mid Cap Mutual Fund Constituents
| NFLX | Netflix | Etf | Communication Services | |
| HQY | HealthEquity | Stock | Health Care | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| WYNN | Wynn Resorts Limited | Stock | Consumer Discretionary | |
| IT | Gartner | Stock | Information Technology | |
| ESTC | Elastic NV | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| POOL | Pool Corporation | Stock | Consumer Discretionary |
Virtus Kar Mid Risk Profiles
| Mean Deviation | 0.869 | |||
| Semi Deviation | 0.916 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 |
Virtus Kar Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.
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